whlv

[whlv @whlv_]

@JustinKlekamp @DadInvest But over a long enough time horizon ( 2005 - 2025 ), weren’t you right to think that?

Only was “wrong” for a handful of years GFC

[whlv @whlv_]

@blakeir Doesn’t scale. Unless AI dealer. Otherwise one dealer to finite players

[whlv @whlv_]

@FreightAlley but you’ve predicted like 10 recessions with your data in the last four yrs and we haven’t had a recession

[whlv @whlv_]

@jayparsons 1. Is this new lease asking rent growth, or blended w/ renewals? I assume former

2. Dont you think home purchase activity is output, not input? You hit on it but job / GDP growth > HH formation > homebuying and new leases. SFR cheering homebuying =cheering the underlying economy

[whlv @whlv_]

@resetbasis

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@FCNightingale These posts are great, you should include name of buyers.

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@PrivateEyeCap Why do you think it’s trading at this price?

[whlv @whlv_]

@moseskagan Similar truth in fund management business. Have to diversify your vehicles - core, value add, debt, opportunistic - if you want to have ability to remain active across cycles. If you only have one return target, one product, can get stuck in cement.

[whlv @whlv_]

@EllliotttB @CaseyMericle @ajobst @rhunterh Why IOS over? Trade has run its course and is too crowded, or are fundamentals going wrong way?

[whlv @whlv_]

@jayparsons @EricFinnigan Supply and demand laws are clear. But I think what you’re saying is the underlying census data used in the chart might be inaccurate. In which case the conclusion being drawn might be inaccurate.

[whlv @whlv_]

@EricFinnigan @jayparsons But wouldn’t apt demand being strong in 17-23 = more Renter Household formations?

SFR smaller component

It seems odd that 17-22 was golden age of apt investing but data suggests demand was weak in that time. While inverse is true today - occy tanking while renter HH going up

[whlv @whlv_]

@judgebushwood @UntrendedYOC What pocket of CLT are you getting to pencil?

[whlv @whlv_]

@RickPalaciosJr Does revenue denominator in this calc capture all Lennar corporate revenues? Or is it just revenue from home sales. Just revenue from home sales would be the most helpful metric.

[whlv @whlv_]

@groundupgrind $200k per space really? Thought more like $40-50k

[whlv @whlv_]

@jayparsons I haven’t seen it apply upward pressure to rents. Typically you screen out a higher percentage of applicants with these softwares. Which leads to fewer leases. Which leads to more availability, and lower rents.

[whlv @whlv_]

@Nate_Shields @AHass17 @LeylaKuni By putting in more equity you generate a higher c-o-c?

[whlv @whlv_]

@buccocapital

[whlv @whlv_]

@Stu_V15 Because it could mean the difference between putting $3mm at risk (levered) vs. putting $10mm at risk (unlevered) on the same bet

[whlv @whlv_]

@bobby_oshea_ @PatWaimea @doggedtenacity How is this different from an interest reserve? $100 loan, advance $95 and allow borrower to draw the $5 to pay interest